ADSK
Autodesk, Inc.

Autodesk, Inc.ADSK

Technology · Software - Application
239.90USD
-2.15%
Oct 18, 2026
ADSK overview ready
Autodesk is a leading software enabler of model-based design and connected AECO workflows.
Narrative is still early
Exposed to the Built-Environment Digitalization narrative through Integrated AECO Design, Construction and Operations Software — enabling supplier.
An early price trend
Longer-term context reads early recovery, with a near-term setup of daily reclaim.
Attractive valuation
Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on cyclical construction and manufacturing markets.
Market Oct 16Filing Jul 31Price action Oct 17Research Oct 6

Conviction Level

NarrativeHeat4.7ThemeHeat6.6PriceAction9.4Valuation8.9CompanyPosition9.3BusinessQuality8.9
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads early recovery, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$50.1B
Avg Volume (60D)
2.1M
60 sessions
Revenue Growth YoY
+17.5%
FY2026 vs FY2025
Gross Margin
+91.2%
Trailing twelve months
Operating Margin
+26.2%
Trailing twelve months
Free Cash Flow Yield
+5.7%
Distance from 200DMA
+1.8%
Next Earnings
2026-11-27
P/E
30.5x
EV / EBITDA
21.6x
EV / Sales
6.2x
Market metrics as of Oct 16, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; peers is the dissenting view.
Autodesk, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Company Research

Thesis
Autodesk is a leading software enabler of model-based design and connected AECO workflows. Its exposure is direct to customer spending on digitizing the building lifecycle, but it is not a direct beneficiary of construction-material or construction-capex volumes themselves.
Opportunity
Moderate opportunity
Adoption of connected software, common project data and model-based workflows that link design, preconstruction, field execution and asset operations across architecture, engineering, construction and infrastructure projects.
Key risk
Dependence on cyclical construction and manufacturing markets.

Narrative & Theme

Built-Environment Digitalization
Part of Integrated AECO Design, Construction and Operations Software, with moderate fit.
ADSK has a genuine and substantial exposure to a multi-company AECO-software demand system, rather than merely generic enterprise-software or AI adjacency.
Narrative HeatNeutral4.7 / 10
Theme HeatNeutral6.6 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

Autodesk, Inc. provides 3D design, engineering, and entertainment technology solutions globally, enabling professionals to design, build, and manage projects using software tools and cloud-based collaboration platforms.

How it earns

The company primarily generates revenue through subscription-based licensing of its software products and cloud services.

Products & services
AutoCAD Civil 3D
Autodesk Build
Revit
Autodesk BIM Collaborate Pro
Customers & end markets
Architecture, engineering, and construction professionals
Manufacturing and entertainment industries
Market position

Leader in 3D design and BIM software with a broad product portfolio and strong market presence.

Demand drivers
Medium cyclicality

Demand is influenced by construction and manufacturing cycles but supported by ongoing digital transformation trends.

Peers

Companies validated as economically comparable to ADSK — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
PTC Inc.Early Trend — Daily AdvanceFair8.0High6.5Neutral7.2Heating upLocked$192.98−0.09%
Adobe Inc.Damaged Structure — Base RepairCheap6.0Medium7.7Heating up7.1Heating upLocked$245.20−2.57%